Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$143M 0.04%
980,380
+362,807
427
$142M 0.04%
734,558
-188,467
428
$142M 0.04%
1,060,846
+58,507
429
$141M 0.04%
765,709
+191,740
430
$141M 0.04%
336,308
+149,622
431
$141M 0.04%
417,170
+1,435
432
$141M 0.04%
20,214,382
+2,175,120
433
$139M 0.04%
5,885,606
-1,112,362
434
$139M 0.04%
306,999
+148,915
435
$139M 0.04%
6,060,377
-49,805
436
$139M 0.04%
744,952
-82,475
437
$138M 0.04%
230,408
-2,417
438
$138M 0.04%
1,773,492
+488,036
439
$137M 0.04%
804,929
-248,833
440
$137M 0.04%
940,724
-119,086
441
$136M 0.03%
1,447,685
-7,340
442
$135M 0.03%
1,356,111
+70,014
443
$135M 0.03%
427,507
-40,922
444
$135M 0.03%
2,701,621
+29,332
445
$135M 0.03%
5,170,903
+1,264,805
446
$134M 0.03%
772,789
+73,566
447
$134M 0.03%
4,036,274
+461,318
448
$134M 0.03%
6,671,491
+902,171
449
$134M 0.03%
929,090
-25,168
450
$133M 0.03%
764,178
-584,546